使用 Power BI 连接到 ClickDimensionsConnect to ClickDimensions with Power BI

适用于 Power BI 的 ClickDimensions 内容包使用户可以在 Power BI 中利用 ClickDimensions 市场营销数据,从而使管理团队可以进一步深入了解其销售和市场营销工作的成功之处。The ClickDimensions content pack for Power BI allows users to utilize ClickDimensions marketing data in Power BI, giving management teams further insight into the success of their sales and marketing efforts. 在 Power BI 仪表板和报表中可视化和分析电子邮件交互、Web 访问和表单提交。Visualize and analyze email interactions, web visits and form submissions in Power BI dashboards and reports.

连接到适用于 Power BI 的 ClickDimensions 内容包Connect to the ClickDimensions content pack for Power BI.

如何连接How to connect

  1. 选择左侧导航窗格底部的获取数据Select Get Data at the bottom of the left navigation pane.

  2. 服务框中,选择获取In the Services box, select Get.

  3. 选择 ClickDimensions > 获取Select ClickDimensions > Get.

  4. 提供数据中心的位置(美国、欧盟或澳大利亚),然后选择下一步Provide the location of your data center (US, EU or AU) and select Next.

  5. 对于身份验证方法,选择基本 > 登录For Authentication Method, select Basic > Sign In. 出现提示时,输入你的 ClickDimensions 凭据。When prompted, enter your ClickDimensions credentials. 请参阅下面查找这些参数中的详细信息See details in finding those parameters below

  6. 审批后,导入过程将自动开始。After approving, the import process will begin automatically. 导入完成后,在导航窗格中将会出现新的仪表板、报表和模型。When complete, a new dashboard, report and model will appear in the Navigation Pane. 选择仪表板查看已导入的数据。Select the dashboard to view your imported data.

下一步?What now?

系统要求System requirements

若要连接到 Power BI 内容包,你必须提供与你的帐户对应的数据中心,并使用 ClickDimensions 帐户登录。To connect to the Power BI content pack, you must provide the data center corresponding to your account and log in with your ClickDimensions account. 如果你不确定要提供的数据中心,请与管理员进行核对。If you're unsure which data center to provide, please check with your admin.

查找参数Finding parameters

帐户密钥可在“CRM 设置”>“ClickDimensions 设置”中找到。The Account Key is found within CRM Settings > ClickDimensions Settings. 从“ClickDimensions 设置”中复制帐户密钥并将它粘贴到“用户名”字段中。Copy the Account Key from within ClickDimensions Settings and paste it into the User name field.

从“ClickDimensions 设置”中复制 Power BI T令牌并将它粘贴到“密码”字段中。Copy the Power BI Token from within ClickDimensions Settings and paste it into the Password field. Power BI 令牌可在“CRM 设置”>“ClickDimensions 设置”中找到。The Power BI Token is found within CRM Settings > ClickDimensions Settings.

后续步骤Next steps

Power BI 入门Get started in Power BI

在 Power BI 中获取数据Get data in Power BI